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- Tasks: Manage mid to high net worth clients and drive sales in a rewarding environment.
- Company: Join a growing independent broker that values hard work and offers excellent career prospects.
- Benefits: Enjoy a competitive salary, bonuses, study support, and 20 days holiday plus Christmas off.
- Why this job: Be part of a supportive team culture that rewards self-starters with a fantastic commission structure.
- Qualifications: 2-3 years in personal lines or HNW insurance broking/sales required; strong communication skills essential.
- Other info: Flexible working hours and a focus on client relationships make this role unique.
The predicted salary is between 30000 - 35000 £ per year.
Do you have at least 2-3 years personal lines and/or HNW insurance broking/sales experience? Are you sales focused and looking for the next step in your career or perhaps you are looking for a change of scenery and fancy joining a smaller independent Broker where your hard work is truly rewarded and appreciated? If you can answer yes to these, then we have the perfect opportunity for you to take an exciting step in your insurance career with a truly independent broker who offers a leading commission structure and full study support to achieve your Dip CII.
Built on meritocracy, our clients' unique company culture rewards self-starters who want to earn some excellent bonuses for their hard work. The role they have available offers someone the chance to deal with mid to high net worth clients, with premiums ranging from. They have an existing client bank currently standing at £500k GWP, which they need you to manage and cross-sell into. They also have extensive data sets for you to work with (near on 45,000 contacts) which are all locally based, as well as potential 200 renewal clients a month (which includes some current clients, lapsed clients and previously quoted clients) so that you can hit the ground running and start producing income from day 1 here.
They have an ethos of visiting every client here, and looking after them! They would be interested in talking to you if you are a sales-focused Broker/Account Handler looking for a step up into a more client-facing sales and account management based role, as well as someone already doing a similar role if you are looking for a change to a business that will reward you with a fantastic commission structure. Target here is £2k income per month, and once above this, they offer from 25-50% commission on all new business income generated on a sliding scale and based on month to month figures, so no target deficits here! They also offer bonuses on renewals too!
They can offer you a fantastic team environment within a business that is growing year on year and in turn can offer you some excellent career prospects with every member of the team supported to reach Dip level. You'll need to have a solid grounding in Personal Lines and/or HNW Insurance and you will also be able to communicate clearly and effectively with stakeholders at all levels.
They offer a starting basic salary of between £30-35k, plus benefits package which includes 20 days holiday, plus Christmas off (half day Christmas Eve then back on the 2nd Jan), pension and group PA, and a culture built around developing its staff and you will also be offered full support for professional qualifications. Office hours are Monday to Friday 9am to 5pm.
Private Clients Insurance Account Executive employer: www.topfinancialjobs.co.uk - Jobboard
Contact Detail:
www.topfinancialjobs.co.uk - Jobboard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Clients Insurance Account Executive
✨Tip Number 1
Familiarise yourself with the specific needs of mid to high net worth clients. Understanding their unique insurance requirements will help you stand out during interviews and demonstrate your expertise in personal lines and HNW insurance.
✨Tip Number 2
Network within the insurance industry, especially with professionals who have experience in independent brokers. Attend local events or join online forums to connect with others who can provide insights or even referrals to our open position.
✨Tip Number 3
Prepare to discuss your sales achievements in detail. Be ready to share specific examples of how you've successfully managed client relationships and generated new business, as this role is heavily focused on sales performance.
✨Tip Number 4
Research our company culture and values. Understanding our meritocratic approach and commitment to staff development will allow you to align your answers during the interview, showing that you're a great fit for our team.
We think you need these skills to ace Private Clients Insurance Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 2-3 years of personal lines and/or HNW insurance broking/sales experience. Emphasise any sales achievements and client management skills that align with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for sales and your desire to work in a smaller independent broker. Mention how your skills can contribute to their unique company culture and client-focused approach.
Highlight Relevant Skills: In your application, focus on your ability to communicate effectively with stakeholders at all levels. Include examples of how you've successfully managed client relationships and generated new business.
Show Enthusiasm for Professional Development: Express your eagerness to achieve your Dip CII and how you value the support for professional qualifications offered by the company. This shows your commitment to growth within the industry.
How to prepare for a job interview at www.topfinancialjobs.co.uk - Jobboard
✨Showcase Your Sales Experience
Make sure to highlight your 2-3 years of personal lines and/or HNW insurance broking/sales experience. Prepare specific examples of how you've successfully closed deals or managed client relationships, as this will demonstrate your sales focus and capability.
✨Understand the Company Culture
Research the independent broker's ethos and values. Be ready to discuss how you align with their meritocratic culture and how you can contribute to a team environment that rewards hard work and self-starters.
✨Prepare for Client Interaction Scenarios
Since the role involves dealing with mid to high net worth clients, think about potential scenarios you might encounter. Prepare to discuss how you would approach client meetings, manage expectations, and ensure excellent service.
✨Discuss Your Career Aspirations
Be open about your career goals and how this position fits into your plans. Mention your interest in achieving the Dip CII qualification and how you value the support offered by the company for professional development.
